Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Axis Pure Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Axis Pure Growth Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.64%
−1.22%
6 Months
21.51%
5.87%
1 Year
15.87%
2.35%
3 Years
14.38%
13.67%
5 Years
17.96%
15.58%
Since Inception
16.82%
16.64%
Fund Age
8 yrs 9 mo
5 yrs 6 mo
AUM
₹1,503.25 Cr
₹756.71 Cr
Alpha – 1 Year
11.15%
−0.63%
Alpha – 3 Years
2.29%
1.78%
Information Ratio – 3 Years
0.39
0.09
Volatility – 1 Year
27.51%
15.74%
Volatility – 3 Years
22.70%
14.36%
Beta – 1 Year
1.48
0.82
Beta – 3 Years
1.25
0.84
Sharpe Ratio – 1 Year
0.47
-0.13
Sharpe Ratio – 3 Years
0.50
0.59
Worst Rolling Year
1.64%
13.38%
Value at Worst Rolling Year
₹1.02 Cr
₹1.13 Cr
Deepest Drawdown
−24.39%
−15.74%
Recovery Period
122 days
475 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
20.28%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 19% · S 67%
L 43% · M 8% · S 37%
Number of Stocks
17
26
Portfolio P/E
—
34.08
Top 5 Holdings
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
Cash & Cash Equivalent · 12.89%
KDDL Ltd · 7.14%
Maruti Suzuki India Ltd · 7.01%
Bharti Airtel Ltd · 6.74%
Acutaas Chemicals Ltd · 6.56%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%